EQUITY
Fixed Income

An Asset Management Organization Focused on the Long Term1

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18

Manages assets for clients in 18 countries

Our History

>$98B

combined client assets

About Us

28

Average years of leadership experience

Visit Team

236

Professionals across four office locations

About Us

65%

Assets managed for institutional clients

Our History

~145

Shared service professionals support management teams

About Us

5

Aristotle represents five distinct investment teams

Strategies

The Power of Patience

We are a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework.

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1Preliminary. As of March 31, 2025, total assets managed for each Aristotle affiliate were as follows. Where applicable, includes assets under advisement (AUA) as of March 31, 2025: Aristotle Capital Management, LLC $51.80 billion AUM, $9.08 billion (AUA); Aristotle Capital Boston, LLC $2.20 billion AUM, $0.03 billion (AUA); Aristotle Atlantic Partners, LLC $2.63 billion AUM, $0.69 billion (AUA); Aristotle Credit Partners, LLC $0.19 billion; Aristotle Pacific Capital, LLC $30.81 billion and Aristotle Investment Services, LLC $0.64 billion. Total may not add up due to rounding. Each firm is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended.

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Affiliates

Aristotle is a family of affiliates that specialize in equity and fixed income investment solutions. Each affiliate is a separate investment advisor. Five of the Aristotle Affiliates are PRI Signatories.

Team

Aristotle is backed by an experienced leadership team that has worked together for over twenty-five years. Portfolio Managers average 29 years of investment experience.

Strategies

Our investment teams specialize in U.S., international and global equity portfolios in addition to high yield, investment grade, structured products and other fixed income portfolios including custom socially responsible investing (SRI) strategies.